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MRSH

Marsh

1,168 hedge funds and large institutions have $77.1B invested in Marsh in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 437 increasing their positions, 360 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 64

59% more call options, than puts

Call options by funds: $202M | Put options by funds: $127M

21% more repeat investments, than reductions

Existing positions increased: 437 | Existing positions reduced: 360

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

14% more capital invested

Capital invested by funds: $67.8B → $77.1B (+$9.35B)

9% more funds holding

Funds holding: 1,0731,168 (+95)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

Holders
1,168
Holders Change
+95
Holders Change %
+8.85%
% of All Funds
17.97%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
177
Increased
437
Reduced
360
Closed
64
Calls
$202M
Puts
$127M
Net Calls
+$74.6M
Net Calls Change
+$80.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
501
Advisory Services Network
Georgia
$1.91M +$42.5K +256 +2%
TAM
502
Tealwood Asset Management
Minnesota
$1.9M -$116K -700 -6%
BPC
503
Banque Pictet & Cie
Switzerland
$1.89M +$44.2K +266 +3%
CAN
504
Cetera Advisor Networks
California
$1.88M +$547K +3,290 +44%
FFN
505
Focus Financial Network
Minnesota
$1.86M +$1.78M +10,688 New
CSPAM
506
Cary Street Partners Asset Management
Virginia
$1.79M -$98K -590 -5%
FNT
507
First National Trust
Pennsylvania
$1.79M +$6.15K +37 +0.4%
RIG
508
Roosevelt Investment Group
New York
$1.77M
DT
509
Diversified Trust
Tennessee
$1.76M +$818K +4,924 +94%
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$1.75M +$1.67M +10,044 New
CK
511
Cohen Klingenstein
New York
$1.74M
HIC
512
Hartline Investment Corp
Illinois
$1.74M
BHWM
513
Bar Harbor Wealth Management
New Hampshire
$1.73M -$75.9K -457 -4%
AWM
514
Altium Wealth Management
New York
$1.72M +$14.8K +89 +0.9%
VAS
515
Vestmark Advisory Solutions
Massachusetts
$1.72M +$9.3K +56 +0.6%
CTA
516
Chesley Taft & Associates
Illinois
$1.71M -$41.5K -250 -2%
CSIC
517
Clifford Swan Investment Counsel
California
$1.7M -$80.6K -485 -5%
ACM
518
Ativo Capital Management
Illinois
$1.7M
CC
519
Centiva Capital
New York
$1.68M +$366K +2,204 +30%
IC
520
IEQ Capital
California
$1.67M +$134K +809 +9%
JHP
521
James Hambro & Partners
United Kingdom
$1.67M +$72.3K +435 +5%
GC
522
Grimes & Company
Massachusetts
$1.65M +$3.99K +24 +0.3%
CI Investments Inc
523
CI Investments Inc
Ontario, Canada
$1.63M -$456K -2,744 -23%
Cambridge Investment Research Advisors
524
Cambridge Investment Research Advisors
Iowa
$1.62M -$43.2K -260 -3%
EBT
525
Enterprise Bank & Trust
Massachusetts
$1.62M +$105K +633 +7%